Educated Investor

Engage Members and Drive Interest
"The Educated Investor provides great tools such as their daily quiz engine which is a great way engage members and drive interest in the various products and services we provide. We've tied the program into our lead generation form to help members take action on new found knowledge by meeting with a financial advisor."

Flexible, Convenient and Easy-To-Use
"We’re very excited to be bringing the Financial Success Suite to our members. The Suite is a great way to deliver this content to members. The better our members understand their financial needs and options, the better we’ll be able to serve them, and the better their financial situation will become. We are always looking for opportunities to educate them and the Financial Success Suite is one of the best options we have found."

Helping Members and Employees
"We love the financial education courses. They not only help our employees do a better job in assisting our members, but they also help the employees improve their own financial health."

Win, Win, Win
"Education and advice is critical to our success in this industry. Our members win when our staff is prepared to be the financial advisors that they expect and deserve. Our staff wins when they are provided great education that results in a tangible certification. Our credit union wins when we increase our members' financial power. The system and the courses at Precision Information are excellent partners in creating this win, win, win environment."

Financial Education Grows Referrals
"The more our employees understand financial services and products, the more likely they are to refer members to our financial advisors."

Precision Information is a Dedicated Partner
"It has been a great journey working with Precision Information. They have exceeded my expectations on a service level and are always open to suggestions on ways we can continually improve the program. I look forward to a long-term relationship with PI."

• Available in PDF format

Financial Education Improves Satisfaction and Productivity
"Before, maybe [employees] were hesitant about answering a particular question about a financial product or service. But learning can change that hesitancy into confidence. Simply, an educated employee is a more satisfied employee and they will do better in sales and referrals in the long-term."

Precision Information Focuses on YOUR Needs
"I learned that [Precision Information] really cares about what they do. I've been involved in things like this before, but I was pleasantly surprised this time around…It made a big difference. It's a program like no other I've seen."

The Educated Investor is a "Great Tool" for Financial Education
"I'm very excited about giving our staff this wonderful tool for increasing their knowledge of personal finance. My belief is that with a better understanding of their own personal finance, the better they are able to explain to members the various options and choices they have to manage their lives and improve their financial condition."

"I think Joe and his team have created something awesome with the Educated Investor University online. It is simply a great tool. It is easy to maneuver around and complete. I mean there are no gaps in the content. It's very thorough and it's accessible. You can find exactly what you need and it is always there at your fingertips. I see it as an ongoing resource for my employees."

Financial Education Benefits Staff, Members, and Grows Sales
"I believe—and it is our first goal—that if we educate our staff to better their financial literacy, both they AND our members will benefit. The secondary benefit will be increased sales of products and services that better meet members' needs. What a difference it makes when employees have a sense of control over what they can learn. They generally feel much more positive about it; much more confident. And many staff asked to learn more about the personal financial literacy topics!"

The Educated Investor University Should Benefit Credit Unions Nationwide
"What impressed me was [Precision Information CEO, Joe Saari's] deep passion for credit unions and the willingness to work with credit union people to design and develop this online learning experience. Joe and his staff communicate their sincere commitment to personal financial education, and their choice to partner with credit unions on this project speaks well for both his company, and for the commitment credit unions have to member education. I'd like to see the Educated Investor University used in credit unions nationwide. It has the potential to impact the financial lives of staff, and in turn, the ability to impact the financial lives of members in a very positive way."